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7 results found

  1. Unpaid and Paid Invoices Report

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Joshua Woolley shared this idea  · 

  2. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    18 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Joshua Woolley supported this idea  · 

  3. Automatic email response with next steps after recipient has signed and or paid

    13 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Joshua Woolley supported this idea  · 

  4. waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Joshua Woolley supported this idea  · 

  5. Export the list of Paid documents.

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Joshua Woolley supported this idea  · 

  6. A Paid badge in PDFs of paid documents

    4 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Joshua Woolley supported this idea  · 

  7. Send invoice when payment is made: Invoice with Paid windows

    28 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Joshua Woolley supported this idea  ·